In this article, we will cover:
Members are the end-user customers who are a part of the loyalty program. There are various ways to import a member into the system based on the situation.
- Manually create a member profile
- Import members into the system
How can I create a new member profile?
- Log into your Admin console
- Navigate to Members in the left menu
- Click on Add Member button
- On clicking on the add button you will see a pop up that will ask you for member details like
- Member ID (depends)
- User ID (optional)
- First Name (optional)
- Last Name (optional)
- Email Address (depends)
- Mobile Number (optional)
- Date of Birth (optional)
- Date of Anniversary (optional)
- Member Tags (optional)
- Twitter Handle (optional)
- Enter the details that you would like to add and click save
Please note:
If email address is used as the primary identifier, then providing an email address will be mandatory. If not in that case, member ID will be mandatory.
If you have set an account creation activity that rewards points to members. Creating members manually will also award them points directly.
You also may see additional options depending on which integration you have connected to the platform
What information can I find under the member profile?
When you click on a member profile on the right side you will see member personal details and on the left side you will see loyalty program details:
Member details: This includes-
- Personal member details: This includes name, email address, DOB, and other generic information.
- Points details: It provides information about the points earned by the loyalty program
- Purchase details: This includes the details of any purchases made by the member. It will be logged for each member to get a better idea of that member's contribution.
- Referral Details: If you are using the Refer-a-friend activity, this section will give you the member’s stats on any referral performed
Loyalty Details: This includes-
- Points earned activity: Any points earned by the member and the associated activity details are listed.
- Reward history: Any rewards redeemed by the member will be listed down in this section
- Deduct History: Any deduct history of the point earned will be listed down.
- In short, any transactional details associated with the specific member will be displayed in the member profile section.
Note: When the email address is used as the primary identifier, the User ID is visible in the member profile.
If you have any questions regarding Creating a Member, please don't hesitate to contact Technical Support at support@trueloyal.com.
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